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Hedge Funds Similar to Caitlin John

13F Portfolio OverlapQ2 2026Caitlin John portfolio →
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Most similar hedge funds by 13F overlap

Caitlin John, LLC is an institutional investor managing $183M across 1,001 U.S. equity positions as of Q2 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to Caitlin John are FORTEM FINANCIAL GROUP, CIM, POINCIANA ADVISORS GROUP, with shared positions in $DELL, $NEM, $CMI, $EME, $ANET, $YMM. The full ranking of 25 similar funds is below.

#1FORTEM FINANCIAL GROUP, LLCPassive
Some overlap · 7 shared positions
$DELL$NEM$CMI$EME$ANET$YMM
$490M
188 positions
#2CIM, LLCPassive
Some overlap · 8 shared positions
$ANET$CMI$EME$ISRG$FIX$STRL
$773M
171 positions
#3POINCIANA ADVISORS GROUP, LLCActive
Some overlap · 5 shared positions
$DELL$FIX$ANET$CMI$EME
$135M
113 positions
#4Davidson Capital Management Inc.Active
Some overlap · 6 shared positions
$FIX$ANET$IBKR$EME$MPWR$EXEL
$624M
96 positions
#5Retireful, LLCPassive
Some overlap · 5 shared positions
$DELL$FIX$ANET$STRL$CMI
$107M
81 positions
#6Mach-1 Financial Group, LLCActive
Some overlap · 7 shared positions
$CMI$FIX$ANET$MPWR$ADSK$STRL
$258M
131 positions
#7Greenfield Seitz Capital Management, LLCPassive
Some overlap · 6 shared positions
$ANET$CMI$ISRG$EOG$NEM$B
$336M
107 positions
#8STRATEGIC PLANNING GROUP, LLCActive
Some overlap · 5 shared positions
$NEM$FIX$ANET$ISRG$STRL
$918M
75 positions
#9Richard C. Young & CO., LTD.Passive
Some overlap · 4 shared positions
$DELL$SLV$CMI$STRL
$1.4B
101 positions
#10Laurion Capital Management LPPassive
Some overlap · 4 shared positions
$DELL$FIX$ANET$MPWR
$3.9B
420 positions
#11Horizon Investment Services, LLCPassive
Some overlap · 4 shared positions
$DELL$FIX$EME$STRL
$360M
143 positions
#12CMC Financial GroupActive
Some overlap · 4 shared positions
$DELL$FIX$FOX$YMM
$52M
45 positions
#13Left Brain Wealth Management, LLCPassive
Some overlap · 4 shared positions
$DELL$ANET$IBKR$MPWR
$332M
99 positions
#14Monument Capital ManagementPassive
Some overlap · 4 shared positions
$DELL$FIX$EME$EXEL
$497M
262 positions
#15TimesSquare Capital Management, LLCActive
Some overlap · 5 shared positions
$FIX$IBKR$EME$MPWR$ONTO
$6.8B
158 positions
#16LIGHTHOUSE FINANCIAL SERVICES INC /ADVActive
Some overlap · 4 shared positions
$DELL$ANET$ISRG$EOG
$476M
102 positions
#17Alamar Capital Management, LLCActive
Some overlap · 4 shared positions
$DELL$ISRG$FDS$HCA
$198M
88 positions
#18FOSTER & MOTLEY INCActive
Some overlap · 4 shared positions
$DELL$CMI$HCA$FOX
$2.2B
405 positions
#19Dorsey Wright & AssociatesPassive
Some overlap · 4 shared positions
$NEM$FIX$IBKR$EME
$590M
131 positions
#20LEGACY CAPITAL WEALTH MANAGEMENT, LLCPassive
Some overlap · 5 shared positions
$NEM$ANET$EME$STRL$SLV
$218M
80 positions
#21VMS Asset Management LimitedPassive
Some overlap · 4 shared positions
$DELL$FIX$IBKR$ULTA
$315M
33 positions
#22Lake Hills Wealth Management, LLCActive
Some overlap · 4 shared positions
$SLV$FIX$IBKR$YMM
$220M
62 positions
#23Cadence Wealth Management LLCActive
Some overlap · 4 shared positions
$NEM$SLV$EOG$B
$223M
63 positions
#24RM Financial Services, LLCPassive
Some overlap · 4 shared positions
$SLV$ANET$CMI$GLDM
$135M
79 positions
#25Titan Investment Solutions LtdActive
Some overlap · 5 shared positions
$ANET$CMI$EME$MPWR$EOG
$894M
60 positions

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Similarity is derived from each fund’s latest 13F-HR filing with the SEC. Funds are ranked by the overlap of distinctive conviction holdings; near-universal mega-cap positions are excluded so the ranking reflects shared strategy, not common index exposure. Data is informational only and not investment advice.